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Joel Greenblatt’s CAI Holdings & Trades

First Buy
Q3 2025
Duration Held
4 Quarters
Largest Add
Q1 2026
+677,240 Shares
Current Position
89,535 Shares
$1.6 M Value

Joel Greenblatt's CAI Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 89,535 shares of Caris Life Sciences, Inc. (CAI) worth $1.6 M, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in CAI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 677,240 shares. Largest reduction occurred in Q2 2026, reducing 654,891 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Caris Life Sciences (CAI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Caris Life Sciences (CAI) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 -654,891 Reduce 87.97% 89,535 $17.82
Q1 2026 +677,240 Add 1008.01% 744,426 $17.88
Q4 2025 +33,983 Add 102.35% 67,186 $26.98
Q3 2025 +33,203 New Buy 33,203 $30.25

Joel Greenblatt's Caris Life Sciences Investment FAQs

Joel Greenblatt first purchased Caris Life Sciences, Inc. (CAI) in Q3 2025, acquiring 33,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Caris Life Sciences, Inc. (CAI) for 4 quarters since Q3 2025.

Joel Greenblatt's largest addition to Caris Life Sciences, Inc. (CAI) was in Q1 2026, adding 744,426 shares worth $13.31 M.

According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 89,535 shares of Caris Life Sciences, Inc. (CAI), valued at approximately $1.6 M.

As of the Q2 2026 filing, Caris Life Sciences, Inc. (CAI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Caris Life Sciences, Inc. (CAI) was 744,426 shares, as reported at the end of Q1 2026.